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A true competitive advantage
Law firm Zarin Baum’s embrace of generative AI as the natural next step in the evolution of legal work and their adoption of CoCounsel Legal has helped them achieve remarkable efficiency gains and improved client relationships.
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Workflow transformation drives impact
Brinks, a global leader in secure logistics and security solutions, used CoCounsel to reimagine what was possible with AI tools, turning legal challenges into a competitive advantage.
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The forefront of audit tech
A better auditing workflow solution was the answer to multiple challenges faced by The Mercadien Group. Find out how they achieved greater efficiency by embracing Cloud Audit Suite.
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Tax, audit & accounting
Recommended products
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CoCounsel Legal
Transform your work with the only AI legal solution uniting research, drafting, and document analysis in a single experience. Designed by legal experts and built on trusted content and advanced AI, CoCounsel Legal accelerates multistep work so you can better serve your clients and grow your business.
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CoCounsel Tax
Transform your tax practice with CoCounsel Tax, an AI-powered assistant that combines trustworthy answers, automation, and firm knowledge into one seamless platform. Enhance efficiency, reduce risk, and improve client confidence with CoCounsel Tax.
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CLEAR
Powerful software designed for law enforcement, compliance, risk, and fraud investigators. Conduct thorough investigations with ease using our intuitive online investigation software. Efficiently, prevent, detect, and solve crime.
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Highlights
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2026 SKILLS Showcase
Join weekly sessions to experience in-depth demonstrations of the leading legal AI products while connecting with strategic law firm leaders in knowledge management, innovation, and AI.
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Ghosts on the ledger
Payroll fraud is a major compliance risk. Learn how payroll analytics and AI-powered tools can help exorcise phantom employees and employers.
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Future of professionals report 2025
The Thomson Reuters Future of Professionals Report 2025 reveals how AI continues to shape professional work — and what it takes to get ahead. This year’s report shows that increased efficiency, productivity, and cost savings top the list of benefits professionals attribute to AI, making it indispensable for organizations facing rapid change.
1040SCAN Versions
1040SCAN uses Optical Character Recognition (OCR) to read scanned documents and is available in three different versions. You can use the version that best fits your needs based on the descriptions and table below.
1040SCAN ORGANIZE
automatically bookmarks and organizes source documents into SPbinder.1040SCAN PRO
automatically bookmarks and organizes source documents into SPbinder and exports data to your tax software. With 1040SCAN PRO
, you verify the accuracy of the OCR'd data before exporting to tax software.1040SCANverify
automatically bookmarks and organizes source documents into SPbinder and exports data to your tax software. With 1040SCANverify
, SurePrep staff verifies the accuracy of the OCR'd data before exporting to tax software.Key Benefits | 1040SCAN Org | 1040SCAN Pro | 1040SCANverify |
|---|---|---|---|
Integrates with TaxCaddy | Yes | Yes | Yes |
Includes SPbinder | Yes | Yes | Yes |
RESTful API available | Yes | Yes | Yes |
Bookmarks and organizes 4-7x as many documents | Yes | Yes | Yes |
Reduces time spent creating tax workpapers | Yes | Yes | Yes |
Identifies missing source documents | Yes | Yes | Yes |
Eliminates human verification for native PDFs | No | Yes | Yes |
Exports standard document data to tax software | No | Yes | Yes |
Calculates state exemption for tax exempt interest | No | Yes | Yes |
Prevents duplicate data from exporting to tax software | No | Yes | Yes |
All standard document data verified by SurePrep before being exported | No | No | Yes |
Minimizes training and implementation time | No | No | Yes |
This article applies to:
- PRODUCT: SurePrep
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